Investment Test Drive

BTUSX Deutsche US Bond Index Institutional

7 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund BTUSX Deutsche US Bond Index Institutional VBTLX Vanguard Total Bond Market Index Adm BND Vanguard Total Bond Market ETF  
Similarity
?
100% 98% 98%
Annual Fees
?
$16.34
(0.16% Exp. Ratio)
$6.13
(0.06% Exp. Ratio)
$6.13
(0.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.14% annual return
$17,994.52 $18,543.15 $18,543.15
Est. savings over 30 yrs +$548.63 +$548.63
Return
As of 11/30/16
1 YR RETURN 1.74%
3 YR 2.56%
5 YR 2.21%
10 YR 4.06%
1 YR RETURN 1.96%
3 YR 2.63%
5 YR 2.31%
10 YR 4.21%
1 YR RETURN 1.96%
3 YR 2.66%
5 YR 2.32%
10 YR 4.21%
Description
The investment seeks to replicate, as closely as possible, before the deduction of expenses, the performance of the Barclays U.S. Aggregate Bond Index. Under normal circumstances, the fund invests at least 80% of assets, determined at the time of purchase, in securities included in the Barclays U.S. Aggregate Bond Index and in derivative instruments, such as futures contracts and options that provide exposure to the securities of companies in the index. The fund's securities are weighted to attempt to make the fund's total investment characteristics similar to those of the index as a whole.
The investment seeks the performance of a broad, market-weighted bond index. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index. This index represents a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
The investment seeks the performance of a broad, market-weighted bond index. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index. This index represents a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!